Our History

Herkert & Associates was founded by Joseph Herkert in 1985.  "Joe" enjoyed working in the financial industry since 1969-2015.

In that time, Joe was the former President of the State Association of Insurance 1996-1997 along with being the Past President of his local Association in 1980 -1981.  Joe served as President of the Wisconsin Association of Insurance and Financial Advisors and was a founding leader of the Foundation for Insurance and Financial Education. Christopher and Patrick have carried forward their father's practice in both Cedarburg, Wisconsin and Bellingham, Washington offices and continue building the relationships and service of our clients.

Joe was also an active member of his community, church and associations. Joe contributed time and effort to many charitable organizations and establishing "Joe's Clothes" that provides about 600 sleeping bags to the homeless annually. As of today, Patrick and Christopher continue this mission work!